Connect Spotler CRM and TIMIFY

Both apps 40Spotler CRM 12TIMIFY 28

• Trigger
  New Contact

  Triggers when a new contact is created in Spotler CRM.

• Trigger
  New Task

  Triggers when a new task is created in Spotler CRM.

• Trigger
  New/Updated Account

  Triggers when an account is created or updated in Spotler CRM.

• Trigger
  New/Updated Opportunity

  Triggers when an opportunity is created or updated in Spotler CRM.

• Action
  Create Account

  Creates a new account (company) record in Spotler CRM.

• Action
  Create Activity

  Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.

• Action
  Create Contact

  Creates a contact in Spotler CRM, linked to an existing account.

• Action
  Create Opportunity

  Creates a new opportunity (sales deal) against an account in Spotler CRM.

• Action
  Find Account

  Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.

• Action
  Find Contact

  Finds contacts whose email address matches exactly and returns the first match plus all matches.

• Action
  List Dropdown Values

  Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.

• Action
  Update Dropdown List

  Appends one or more new values to a dropdown (lookup) list in Spotler CRM.

• Trigger
  Appointment Updated

  Triggers when an upcoming appointment is created or changed in TIMIFY.

• Trigger
  Customer Updated

  Triggers when a customer is created or updated in TIMIFY.

• Trigger
  New Appointment

  Triggers when a new appointment is created in TIMIFY (looks ahead one year).

• Trigger
  New Customer

  Triggers when a new customer is created in TIMIFY.

• Trigger
  New Resource

  Triggers when a new resource (employee, room, equipment) is created.

• Trigger
  New Service

  Triggers when a new service is created.

• Trigger
  Resource Updated

  Triggers when a resource is created or updated.

• Action
  Create Appointment

  Creates an appointment in TIMIFY.

• Action
  Create Customer

  Creates a customer in your TIMIFY company from a list of customer field values.

• Action
  Create Resource

  Creates a resource such as an employee, room or piece of equipment.

• Action
  Create Service

  Creates a bookable service.

• Action
  Create Tag

  Creates a tag for customers or appointments.

• Action
  Delete Appointment

  Deletes (cancels) an appointment.

• Action
  Delete Customer

  Deletes a customer.

• Action
  Delete Resource

  Deletes a resource.

• Action
  Delete Service

  Deletes a service.

• Action
  Get Appointment

  Returns one appointment by its ID.

• Action
  Get Customer

  Returns one customer by ID.

• Action
  Get Resource

  Returns one resource (employee, room, equipment) by ID.

• Action
  Get Service

  Returns one service by ID.

• Action
  List Appointments

  Returns appointments between two dates.

• Action
  List Customers

  Returns customers, optionally filtered by search text.

• Action
  List Resources

  Returns the company's resources.

• Action
  List Services

  Returns the company's services.

• Action
  Update Appointment

  Updates an existing appointment's time, service, resources or notes.

• Action
  Update Customer

  Updates a customer's field values.

• Action
  Update Resource

  Updates a resource.

• Action
  Update Service

  Updates a service.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.